Re-Arrange Goals and Action Items (6 steps)

Step 1:

In the Strategy application, scroll to Section 2: Our Actions. Find the goals that need to be re-arranged for a particular focus area. 

Step 2: 

Next to each goal is an up-down arrow. Select and drag this arrow up or down to re-order the goal within the focus area.

Once re-arranged, the goal list will automatically update (for example, Goal A will now display as Goal B, and Goal B will display as Goal A).

Step 3:

To re-arrange the action items of a goal, expand the view by selecting the Plus icon next to the goal.

Step 4:

Next to each Action Item is an up-down arrow. Select and drag this arrow up or down to re-order the Action Item within the goal. 

Step 5: 

To move an action item to a different goal, select the Edit Action Item button for the item that will be moved.

Step 6: 

On the Edit Action Item page, select the goal drop-down menu and select the new goal that will display the action item. Select Save to update.

Once saved, the Action Item list will automatically update.